Job Description

Job Description

Job Description

Description:

The types of activities you will perform which are essential to your position are listed below. If you are unable to perform any of the tasks listed below or require accommodation to perform these tasks, please notify Human Resources. It is expected that you will be able to perform these tasks on a consistent basis, within a regular schedule and within deadlines.  As an Administrative Assistant, you will report to the Tax Operations Manager and support our Tax Partner Group. As such it is an essential requirement of your position that you be able to do the following, with or without reasonable accommodation.  

Client Experience & Support  

• Provide a white glove experience for clients, ensuring their needs are met with the highest level of service 
• Track engagement letter signings and handle client correspondence/POAs  
• Provide training and assistance for client portals such as TaxCaddy, Box, and SSR 
• Ensure timely and accurate delivery of client returns 
• Prepare, write cards, ship, and track all client gifts, including those for new clients, new homes, new babies, or marriages

Partner & Team Support  

• Manage partner calendars, confirm appointments with clients, link relevant information, and research prospects 
• Maintain the Tax Team closet, support other Admin Team members as requested, and provide backup support for team overflow 
• Assist partners with various administrative tasks 

Operational & Financial Tasks  

• Responsible for scanning and organizing client documents 
• Follow up on 8879 forms to ensure timely completion 
• Manage client billing and collections processes 

Miscellaneous  

• Order lunches for client meetings and manage food setup/breakdown for tax client meetings or internal tax team meetings 
• Provide regular reception coverage as necessary 
• Assist with other Platinum Team responsibilities as needed 

REQUIREMENTS   

• High School Diploma 
• At least one year of general administrative experience 
• Excellent communication skills 
• Proofreading experience or certification preferred 
• Must be available to work a minimum of 40 hours per work, between the professional hours of 9am and 5pm plus Saturday during busy season 
• Must possess superior computer skills, knowledge of Microsoft Office programs (Word, Excel and PowerPoint) and must have adequate typing abilities  
• Must be able to communicate clearly both verbally and in written format. A strong command of the English Language and grammar is necessary 

Benefits

• Hybrid policy (2 days in office or at client site)

• Highly competitive salaries and bonus programs

• Medical, dental, life, and long-term disability insurance

• Competitive 401K match

• Paid holidays, vacation and sick time

• Casual dress code: dress for your day

• Mentorship and training opportunities

• Internal committees and clubs

• Various social gatherings & events

• Strong focus on the Mercadien community

• Cutting edge technology

Mercadien is a leading and growing regional accounting and advisory firm with partners and staff that believe our best work starts with our people. When you come on board, you become a part of our community and extended family. We’re entrepreneurs at heart; passionate about creating opportunities, innovating inside and outside of our business, achieving work/life integration, helping our employees reach their potential, and having fun!

Our core values: Integrity, excellence, responsibility, creativity, and respect are the foundation of our firm. They inform and guide us in everything we do and fuel our client work and relationships. We are a teamwork-focused firm and support each other professionally and personally. We’re collaborative by nature and enjoy being actively involved in our communities. Driven by integrity and social responsibility, our associates serve more than 100 civic and charitable organizations, as individuals and through the Mercadien Foundation. At Mercadien, the opportunities are endless.

To all recruitment agencies: The Mercadien Group does not accept unsolicited agency resumes. Please do not forward resumes to our job alias, Mercadien associates or any other company location. The Mercadien Group is not responsible for any fees related to unsolicited resumes.

This employer participates in E-Verify. Mercadien will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS) with information from each new employee's Form I-9 to confirm work authorization. If the government cannot confirm that you are work authorized, Mercadien is required to provide you written instructions and an opportunity to contact SSA and/or DHS before taking adverse action against you, including terminating your employment.

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